by Neil Mathieson, CPA, FICB
Letter of Introduction; Charlotte Graham, Strategic Alliance Financial Group
I help my clients save for their future, whether it be for college, to buy a house, or to plan for retirement.
I also have a system in place which allows my clients to retain their dignity in the case of an accident, and to provide for their families if they suffer a critical illness or premature death.
My passion is to make others aware of their financial health and to provide the tools necessary for my clients to Grow, Protect, and Save their money. One of these key tools is the GPS, a comprehensive financial and investment review program which is designed to analyze your assets and liability circumstances to help keep you focussed on your financial goals and dreams. I also offer Estate Planning advice and peace of mind.
I am excited to be joining Neil and Margaret and I look forward to working with them to help ensure a brighter future for you.
If you are interested in receiving more information on how I can be of assistance, do not hesitate to contact me at 519-940-0085.
Sincerely,
Charlotte
Charlotte Graham Strategic Alliance Financial Group